BerganKDV Wealth Management’s Marathon Petroleum MPC Stock Holding History

BerganKDV Wealth Management’s Portfolio MPC Stock Details MPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.5K	Sell	30 -642	-96%	-$74.6K	﹤0.01%	642
2023 Q1	$90.6K	Buy	672 +597	+796%	+$74.7K	0.01%	324
2022 Q4	$8.69K	Buy	75 +1	+1%	+$114	﹤0.01%	596
2022 Q3	$7K	Sell	74 -14	-16%	-$1.31K	﹤0.01%	632
2022 Q2	$7K	Sell	88 -612	-87%	-$57.2K	﹤0.01%	644
2022 Q1	$60K	Hold	700	–	–	0.01%	377
2021 Q4	$45K	Hold	700	–	–	﹤0.01%	440
2021 Q3	$43K	Hold	700	–	–	﹤0.01%	420
2021 Q2	$42K	Buy	700 +1	+0.1%	+$59	0.01%	415
2021 Q1	$37K	Sell	699 -33	-5%	-$1.67K	﹤0.01%	405
2020 Q4	$30K	Buy	732 +14	+2%	+$502	﹤0.01%	413
2020 Q3	$21K	Buy	718 +2	+0.3%	+$70	﹤0.01%	424
2020 Q2	$27K	Sell	716 -3	-0.4%	-$96	﹤0.01%	423
2020 Q1	$17K	Buy	719 +33	+5%	+$1.52K	﹤0.01%	439
2019 Q4	$41K	Buy	686 +75	+12%	+$4.69K	0.01%	363
2019 Q3	$37K	Sell	611 -33	-5%	-$1.74K	0.01%	361
2019 Q2	$36K	Buy	644 +33	+5%	+$1.81K	0.01%	357
2019 Q1	$37K	Hold	611	–	–	0.01%	374
2018 Q4	$36K	Buy	+611	New	+$41.7K	0.01%	336

Other funds holding MPC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

BerganKDV Wealth Management's MPC Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Marathon Petroleum (MPC) stake by 96% in Q2 2023, selling an estimated $74.6K and leaving 30 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

BerganKDV Wealth Management first reported a position in MPC in Q4 2018 and has held it in 19 quarters since. The position peaked at $90.6K in Q1 2023. 1,353 funds tracked by Wall St. Rank hold MPC as of Q2 2023.

BerganKDV Wealth Management held 30 shares of Marathon Petroleum worth $3.5K as of Q2 2023.
BerganKDV Wealth Management sold 642 Marathon Petroleum shares in Q2 2023, an estimated $74.6K.
Marathon Petroleum made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #642 holding.
BerganKDV Wealth Management first reported a position in Marathon Petroleum in Q4 2018 and has held it in 19 quarters since.
BerganKDV Wealth Management's Marathon Petroleum position peaked at $90.6K in Q1 2023.
1,353 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.